Shelf to Sheet Tool
Overview
The shelf-to-sheet inventory tool allows a user to easily capture inventory for in-stock items by looking at the specific item and location and noting it in the tool in a systematic method.
This tool allows a user to capture inventory in an easy manner both online or offline, from any internet device, following a walking order, and is optimized for situations where a barcode of SKU may not be easily accessible.
It is accessible directly from your Sculpture inventory dashboard under the “Perform Inventory” button.
Important Note
This system is designed to for Food inventory, but is available for Beverage inventory.
Using the Tool
The tool is relatively simple in navigation and sends captured data to the inventory platform’s dashboard for approval in the same manner our native applications do.
- Access the specific inventory platform from the device you intend to capture inventory from (phone/tablet etc). Login accordingly.
- Navigate to the Client and the latest inventory period.
- Access the shelf-to-sheet tool, and allow it to load.
- Select “Reset Inventory on Device” & “Walking Order“.
- Select “Perform Inventory“.
- Input the Counts or Weight data gathered.
- Select the Sculpture Orb to go Back (lower left).
- Select “Upload Inventory to Cloud“.
Important Note:
Item Creation is intentionally excluded from this feature as it’s main focus is to gather inventory. Item creation occurs exclusively from within the inventory platform.
Sync Screen
The sync screen is the main navigation screen of this tool. See below for a breakdown of its functions.
A – Venue Name: The name of the active client.
B – Audit Period: The latest audit period for the client.
C – Download Details: Information regarding the last download timestamp and number of available unique bar codes or sizes accessible online or offline on this device.
D – Inventory Reset: Clears any on-hand inventory information. A user can prepopulate the sheet based on the previous inventory, or start fresh.
E – Perform Inventory: Proceed to capture inventory in a shelf-to-sheet manner.
F – Upload Inventory to Cloud: Send all captured inventory to the Sculpture inventory platform for further processing.
G – Enter Full-Screen Mode: Hide all bookmarks, tabs, and non-related navigation.
H – Settings & Help: Enable/Disable the optimized SH number pad, or use the device’s local keyboard & help section with visual indicator library.
I – Back to Main System: Navigates a user back to the Sculpture inventory platform.
Pro-Tip
Use the Walking Order option for each inventory to populate the inventory screen and avoid the need to continually search for items
Sheets Screen
Main Navigation & Filters
A – Location Selection/Set Filters: See Below
B – Add Item Function: Enable this feature to add existing items to the screen from the client database.
C – Search & Item Filter Box: Filter the items on the screen based on your input or add items from the client database (if toggle enabled)
D – Clear Search & Scanner Activation: Use the X to clear your search or press the barcode to enable the camera scanner to scan a barcode.
Location Selection/Set Filters
The location filters feature allows a user to quickly navigate the client’s inventory based on what was captured per Station & Section, or by specific classification.
E – Filter items by Location: Display items on the screen only within a specific Station & Section, or the entire venue.
F – Filter items by Classification: Display items on the inventory screen by a specific Classification. For example, selecting “Produce” would show all items classified as produce, regardless of their location within the venue.
G – Key Indicators: See Settings & Help Below
Item Section
The item section allows a user to customize which sizes of a particular item should be readily available to input count/weight data for
H – Item Indicators: The icons around the item name are key indicators of state or status.
-
- RED Triangle: item is not fully inventoried.
- ORANGE Triangle: item is partially inventoried (not all but at least one item size)
- GREEN Circle: item is fully inventoried (all item sizes are captured)
- Cloud: item has been uploaded to cloud.
- Blender: Item is a prep (food) or batch mix (beverage)
- RED Triangle: item is not fully inventoried.
I – Item Details Selector: See below for more details.
J – Available Item Sizes: Item sizes that have been set via Item Details.
K – Weigh Option: Added via Item Details, select the UOM to change if needed.
Item Details
Selecting the (…) on a specific item from the sheet screen will display all details related to that specific item. This feature allows a user to move/adjust the order of the item on the screen, add additional sizes, and add weigh options. For more details see below.
A – Item Details: Information specific to the item you are currently exploring.
B – Countable Sizes: Add or remove the sizes related to this item for inventory purposes.
C – Weight options: Add the ability to easily enter weight options in the same or different units of measure for this item.
D – Item Details Key Indicators: Easily identify the item size that has been recently purchased, is in stock, or a client-created recipe.
Pro-Tip
The Item Detail Key Indicators reorder the available sizes by recently purchased, in stock, etc etc. Allowing a user to easily identify the correct size to display
Settings & Help
Throughout this tool, there are visual indicators to guide a user while capturing inventory. See these indicators below.
Help
Settings
- Use System Number Pad: This tool comes equipped with a simplified keyboard, to allow users to efficiently input count and weight data. This can be disabled by checking this box.
F.A.Q.
Is this an App? Yes & No, it is a web application. It requires an internet connection to initially load, it does not install on a specific operating system/device type, and it currently does not have the ability to access hardware features at the speeds we require.
Is this iOS or Android? It is both, and more. It works on any web device, including but not limited to Microsoft, MacOS, iOS, Android, Linux, ChromeOS, to name a few. If the device has an internet connection and a browser, it should work.
Are there any browsers to avoid? Device proprietary browsers like Silk (Amazon Fire) can present issues, but this tool works on all standard browsers (Chrome/FireFox/Edge/Opera/Safari).
Does this system work offline? – Yes, when you download your client, the database is written to the local device, allowing you to work in coolers or basements where wifi may be hard to connect to.
Can I use a scanner and scale? – Equipment integrations are currently unavailable as this is a browser-based system, although a camera scanner feature is available for use.